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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,704 | $183,592-60.9% | $155,567-53.9% | $145,959-50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,807 | $5,315-47.2% | $4,674-40.0% | $4,661-39.8% |
| Participant deferral / active EE | $14,439 | $6,464+123.4% | $5,628+156.6% | $6,689+115.9% |
| Admin fee / account holder | $30,148 | $19,318+56.1% | $15,916+89.4% | $13,398+125.0% |